01
UKG → Vantagepoint
One entry point for personnel data, with employee information flowing automatically into Vantagepoint.
Less duplicate work. Fewer manual-entry errors.
FIELD MAPRD / CBBEL / 045
Client case study · Integration & automation
How CBBEL Turned One Integration Into a Connected Operations Strategy
Christopher B. Burke Engineering started by removing duplicate entry between core systems. As the value became clear, the integration footprint expanded across employee data, mileage, spend, communications and a broader Workato foundation.
51.0447° N114.0719° WRHODIUM DIGITAL · CONNECTED OPERATIONS
The challenge
Different workflows. The same underlying problem.
CBBEL had important business processes crossing systems that were not fully connected. Personnel data was being entered in both UKG and Vantagepoint. Mileage also required a more streamlined way to track direct project expenses and support regulatory requirements.
The individual workflows were different, but the friction was consistent: people were bridging gaps between systems by hand.
The first wins
Start with a problem the business can already feel.
CBBEL first connected UKG with Vantagepoint so employee information entered in UKG could automatically transfer into Vantagepoint. That reduced duplicate entry and the manual errors that came with it.
02
TripLog → Vantagepoint
TripLog captures mileage by GPS. Staff associate the trip with a project, and the data is uploaded to the corresponding Vantagepoint record.
Cleaner mileage data. Easier invoicing. Better project costing.
“This integration helps us access data that we didn't have before, making it easier to comply with regulations and do a better job recovering our business vehicle miles.”
Land and expand
One integration became a broader operating strategy.
The relationship did not stop with a successful point integration. CBBEL's current Rhodium and Workato footprint extends across spend management, employee communications, mileage tracking and an enterprise integration foundation.
FIELD NOTE / 03Connected operations reveal the next route.
Employee dataUKG → Vantagepoint
Remove duplicate personnel entry and improve consistency between HR and ERP.
Mileage & project costingTripLog → Vantagepoint
Automate mileage capture and connect expenses directly to the right project record.
Spend managementRamp → Vantagepoint
Extend the integration footprint into company spend and financial operations.
Employee communicationsContactMonkey → Vantagepoint
Connect another operational system into the wider business data environment.
Integration & AI foundationWorkato + Enterprise MCP
Create a governed foundation for broader automation, integration and future AI-enabled workflows.
ROUTE BRIEF
RD / ROUTE / 045
Map the terrain.
Find the constraint.
CBBEL’s integration journey followed a repeatable path: document the operating landscape, locate the friction, route the right connections and keep advancing the environment as new priorities emerged.
KEY SIGNAL04CONNECTED MOTIONS
SURVEY
Document the current operating landscape.
LOCATE
Identify friction, gaps and duplicate work.
ROUTE
Define the practical integration path forward.
ADVANCE
Expand from proven integrations into broader automation.
Business outcomes
What changed for CBBEL
Less manual administration
Employees no longer need to manually record mileage in timesheets, and personnel data does not need to be entered twice.
More accurate project data
Mileage flows directly to the appropriate Vantagepoint project record through a single point of entry.
Better costing and invoicing
More complete mileage data improves visibility into billable and non-billable project costs.
Improved compliance
More reliable mileage tracking helps support regulatory requirements and vehicle-mileage recovery.
Why the pattern matters
Integration becomes more valuable when it stops being treated as a one-off.
CBBEL's progression illustrates a simple pattern: solve a visible process problem, prove the value of integration, then expand into adjacent workflows where disconnected systems create friction.
That creates a more maintainable operating environment and a stronger foundation for future automation and AI.
Land
Start with a concrete operational problem that can be scoped and solved quickly.
Prove
Demonstrate value through fewer manual handoffs, cleaner data and a smoother process.
Expand
Use the trusted integration foundation to address broader automation and transformation needs.
